Text Fields

Text fields are custom fields defined on a track type, used to capture alphanumeric/text input. This is a very versatile field type and can hold almost any kind of data.

Below are the options available for creating a new text type field.

Admin Interface: Create Field Screen with Field Type TextAdmin Interface: Create Field Screen with Field Type Text

 

ID#
Display Name
Description
1NameMandatory. Name of the field. This name is used to identify the text field throughout TeamTracks in field groups, views, reports, etc. This must be a unique value for the given Track Type.
2DescriptionOptional. This is to provide a description of the field to administrators. This is displayed in the list of custom fields for a Track Type.
3
Help TextOptional. A help tip regarding the field. You can write instructions to the user as to the type of data to be entered into the field. An ? will be displayed beside the field on views where the field is displayed. Hover over the ? to see the help tip.
Check the box to display the help text as HTML instead of as a tool tip.
4Field TypeMandatory. This parameter will determine the type of field and possible functionalities. For text fields, the Field Type should be selected as 'Text'.
5
RequiredSet the field as a mandatory field. This field must be entered if it is on an add view, and cannot be made blank on an edit view.
6
Allow Global SearchAllows the user to search on this field from the main search bar in the agent interface.
7
Unique ValueMandates that this field must have a unique value in the Track it is defined. This field can be used as an ID field for the Track. The ID is displayed at the top of the display and edit views for the record - such as a Ticket No or RMA No.
8
Auto IncrementAuto-increment functionality is used to generate an integer that is automatically incremented by 1 every time a new record of the Track Type is created.
When Auto-increment is selected, the following additional parameters are presented.
Create field screen: Additional parameters for auto increment text fields

 

ID#Field NameDescription
1Default ValueOptional. This value will display as a default value in the field on add view before creating the object.
2Prefix SourceDropdown with two options. 
  1. Literal(Default option): Tailor the prefix of the field using static text. Enter the desired text in the Prefix field.
  2. Field: use the values of available fields in the track as a prefix.
3PrefixOptional. Controlled by Prefix Source field.
  1. If the Prefix Source is set to Literal", the field will be a text field to define the static text acting as prefix.
  2. If the Prefix Source is set to 'Field', a dropdown menu will be shown with all available fields which will act as a prefix for the new field.
4Increment Starting valueMandatory. Default is 1. Set a starting numerical value. each time a new record for the Track Type is created, the value of the field is incremented by one starting at the 'Increment Starting Value'.
5Suffix SourceSimilar to Prefix Source. Here, this field will determine the suffix of the text  field to be a static literal or a value from the available track fields.
6SuffixOptional. Controlled by Suffix Source field.
  1. If the Suffix Source is set to Literal", the field will be a text field to define the static text acting as suffix.
  2. If the Suffix Source is set to 'Field', a dropdown menu will be shown with all available fields which will act as a suffix for the auto increment field.
9
MultilineTest fields are single line by default. You can enable multiline feature, which displays a larger text input area.
When multiline is selected, "Allow HTML" parameter becomes available. If this parameter is enabled, a full HTML text editor will be displayed for the text box which allows user to format their content using HTML tags and features.
Create field screen for text field with multiline option enabled

 

10Default ValueOptional. The value of this parameter will auto populate as the default value for the text field when the object is created. You will be able to edit the default value based on your permissions and field parameters.
11
Max # of CharactersDefine the maximum number of characters permitted. This value is ignored if the "Allow HTML" option is selected.
12Regex/PatternIf data is expected in a specific format like AA-BB-CC, the pattern can be specified in this field. Only inputs matching the pattern will be permitted in the field. This could be used for pattern match on a field such as an email address. See this link for regex quick reference from Microsoft.
13CaseOptional. user- entered text can be converted into lower or upper case based on the selection. ot setting this option will retain original case.